v0.3.0

Budgeting is here!

A long awaited feature, Maybe now supports budgeting! We believe budgeting should be easy and simple. Categorize your transactions, mark transfers, one-time expenses, and get a clear breakdown of where your money is going each month.

CleanShot.2025-01-15.at.15.25.15.mp4

What's Changed

• Add account data enrichment by @zachgoll in #1532
• Handle nil name for entries by @zachgoll in #1550
• Fix date format validation error by @zachgoll in #1551
• Make transaction enrichment opt-in for all users by @zachgoll in #1552
• Preserve original transaction names when enriching by @zachgoll in #1556
• Preserve pagination on entry updates by @zachgoll in #1563
• Nested Categories by @zachgoll in #1561
• Save error backtrace for sync errors for better debugging by @tonyvince in #1578
• fix: Bug | creating duplicate category leads to crash screen by @tonyvince in #1577
• Fix unknown attribute 'parent_category' for Category in demo generator by @akabiru in #1575
• Fix: breaking change after bumping hotwire-livereload to 2.0.0 by @tonyvince in #1589
• Transfer and Payment auto-matching, model and UI improvements by @zachgoll in #1585
• Budgeting V1 by @zachgoll in #1609
• Fix transfer matching logic by @zachgoll in #1625
• Fix budget money formatting by @zachgoll in #1626
• Update snapshot_account_transactions to only give transactions by filtering on entryable_type by @Repsay in #1629
• FIX: correct display of percentages by @MrTob in #1622

New Contributors

• @akabiru made their first contribution in #1575
• @Repsay made their first contribution in #1629
• @MrTob made their first contribution in #1622

Full Changelog: v0.2.0...v0.3.0